2026年2月28日，美国与以色列对伊朗发动联合军事打击，伊朗随后宣布关闭霍尔木兹海作为战略反制，直接威胁全球能源供给，并对全球经济和金融市场产生外溢影响。截至3月8日，美伊军事行动已持续超过一周，战事呈现升级蔓延态势，对全球经济和金融市场的影响仍在持续。 一、本次美伊冲突有何具体背景、未来可能如何演绎？ 美伊矛盾具有长期性、复杂性。但本次冲突已升级为1979年以来双方最严重的直接军事对抗。 美伊冲突大致存在两种走向。一是“冲突短期降温”，在油价上升影响到美国居民生活以及特朗普的国内支持度、海湾国家和能源进口国家经济大幅受影响的背景下，各方斡旋并让冲突在1个月内降温，冲突范围相对有限。二是“战事长期化”，即双方矛盾彻底激化，战事持续1个月及以上，持续时间可能突破中东产油国储油极限，影响可能扩散至中东其他国家。 地缘冲突的发展具有高度不确定性。而且，即便本次美伊冲突实现短期缓和，后续仍存在再度爆发、升级的可能性。从风险研判的角度，需全面考虑不同潜在演进情形，并明确事件可能引发的极端影响及边界。因此，有必要系统梳理美伊冲突对全球经济和金融市场的潜在传导机制与影响路径。 二、美伊事件对全球经济和金融市场有哪些影响渠道和机制？ 美伊冲突的核心经济影响源于霍尔木兹海峡的通行状态。其一，若海峡陷入实质性封锁，将导致全球能源化工品供给紧缺与供应链成本上升，将形成典型的供给冲击，如两次石油危机等。其二，若这一影响延续，将增大全球通胀上行风险，继而增大货币政策紧缩风险与经济下行压力；能源对外依赖国则可能陷入生产停滞、通胀高企的滞涨局面，能源安全至关重要。其三，全球金融市场的波动则比实体经济更早、更剧烈，会因为预期到风险而立即出现波动，并可能反向影响全球政治经济走向。 三、事件的两种走向，可能产生哪些具体影响？ 如果美伊冲突短期降温，事件影响将主要体现在金融市场短期波动，经济影响整体有限。 如果美伊战事长期化，全球经济将面临滞胀风险，叠加AI等就业替代效应，不同群体间的就业与收入分化加剧。中国输入性通胀、外需放缓及资本流动压力等亟需防范。 在此情形下，我们对全球关键资产有如下主要判断：其一，原油价格可能大幅上行，布伦特原油现货价格或冲高至100-150美元/桶。其二，黄金价格或维持在5000-5500美元/盎司高位震荡。其三，全球权益市场“HALO”交易逻辑强化。其四，美国、欧洲及日韩...

大类资产表现 A股大势研判：上周市场整体震荡调整，主要宽基指数普遍下跌，上证综指、沪深300、创业板指分别下跌0.9%、1.1%、2.4%。日均成交金额为2.62万亿元，较前周小幅放量。两融余额为2.65万亿元，较前周小幅下降，融资买入占比小幅下降。美伊冲突尚无缓和迹象，全球风险资产或阶段性承压。截至3月7日，美伊冲突已进入第8天，短期内和平或难以实现。冲突升级后，全球风险资产承压，原油、贵金属、航运指数收涨；叠加3月6日美国非农就业数据超预期回落、失业率回升，市场对美国滞胀的担忧进一步升温。上周全国两会顺利召开，目标与政策整体符合市场预期。总量政策坚持稳中求进、提质增效，加大跨周期和逆周期调节力度，继续实施积极的财政政策与宽松的货币政策；产业政策新增“未来能源”“智能经济新形态”等提法。整体来看，在美伊冲突出现明显缓和迹象前，全球风险资产仍将承压；“十五五”规划纲要即将公布，国内市场有望保持相对韧性。 A股配置策略：配置层面，霍尔木兹海峡作为全球能源供应链的关键节点，其通行状况直接影响全球大宗商品市场。预计在该海峡解封前，原油、天然气、航运、化工、煤炭、贵金属、电解铝及尿素等品种仍将是阶段性市场热点。建议重点关注我国进口依赖度较高、受影响较大的甲醇、硫黄、乙二醇、溴素等品种，同时关注受事件催化相对较晚、股价处于相对低位的集运、尿素及养殖板块。在股市整体承压的背景下，建议关注国有银行的避险价值，并继续跟踪具备强业绩支撑的AI硬件产业链及基本金属板块。 宏观经济及政策动态 2026年《政府工作报告》形势判断强调“新旧动能转换任务艰巨，供强需弱矛盾突出”，这意味着在任务部署上要从供需两端着手。2026年经济增长目标4.5%—5%，这主要考虑是开局之年为调结构、防风险、促改革留出空间，为后期更好发展打牢基础。继续实施更加积极的财政政策，广义财政赤字11.89万亿元。产业政策坚持以新质生产力为核心，首次提出打造智能经济新形态，并通过传统产业升级、新兴产业培育、服务业提质和智能经济新形态建设，全面构建现代化产业体系。 行业中观监测 上周，化工、汽车产业链开工率上升，符合周期；新房、二手房销售均上升，符合周期；水泥发运率下降；集装箱吞吐量上升。上周，猪肉平均批发价降至17.23元/公斤，同比增速降至-17.29%；蔬菜平均批发价降至5.15元/公斤，同比增速降至7.18%；铁矿...

宏观动态 经济运行：1月社融存量同比增长8.2%，在政府债券前置发行支撑下维持8%以上增速；信贷结构边际优化，企业短期融资活跃、票据冲量减少。物价方面，CPI同比上涨0.2%，核心CPI升至0.8%，服务消费表现较强；PPI同比降幅收窄至-1.4%，环比连续回升，工业需求呈现修复迹象。 资金面：央行加力公开市场逆回购投放，多措并举保障流动性合理充裕。2月9日-2月14日，全口径计算，公开市场净投放资金达18,969亿元；节后，2月24日至28日，央行公开市场净回笼资金4,614亿元。春节前资金价格低位运行；节后受税期以及跨月等因素影响，资金价格略有上行。 债市观察 债市政策：四部门印发《关于统筹建立常态化金融支持机制助力防止返贫致贫和乡村全面振兴的意见》，鼓励发行小微、“三农”等专项金融债券。 债券发行：信用债发行规模2,997.66亿元，净融出2,754.49亿元，AAA级发行主体主要券种平均发行利率较前期普遍下行。 新券种：联创电子成功发行全国首单民营企业浮息科创债。 风险预警 主体级别下调：统计期内3家发行人主体级别被下调。 主体展望下调：统计期内1家发行人评级展望被下调。

在基准情景（持续中断）下，若局势维持当前低烈度状态，对全球市场形成约250-400万桶/日的净供应缺口，WTI近月价格预计维持在91-100美元/桶区间。若外交谈判在3月中旬前仍未取得实质性进展，冲突强度进一步上升，净供应缺口扩大至500-600万桶/日，油价中枢可能上移至100-103美元/桶。两种阶段的分界点恰好位于100美元整数关口，这一位置也被视为当前市场判断局势进一步恶化的重要心理阈值。 在缓和情景下，若伊朗释放的暂停信号转化为实质性降级行动，油价中的风险溢价将迅速回落。模型测算显示，WTI有望在4-6周内回落至75-77美元/桶。不过，由于战争险重新定价以及航运秩序恢复存在时滞，油价短期内仍难以完全回归冲突前约64美元/桶的基准水平。 在尾部风险情景中，若冲突升级至霍尔木兹海峡大规模布雷，全球供应冲击将显著扩大。模型测算显示，WTI价格可能上行至118-148美元/桶区间。该情景一旦发生，将对全球通胀路径以及主要央行的政策节奏产生明显扰动。 风险提示 以色列推动中东冲突超预期升级；特朗普重新定义"胜利"，中东局势缓和超预期；伊朗不对称反制行动升级。

行业观点： GPT-5.4发布，迈向“可执行AI”的重要升级 GPT-5.4的发布标志着大模型能力从“对话生成”向“任务执行”的重要跃迁。本次升级在推理能力、编程能力以及智能体工作流方面进行了系统性强化，并首次在模型层面大规模整合Computer Use、工具调用与联网搜索能力，使AI可以在真实软件环境中完成复杂任务。具体来看：1）原生Computer Use能力使模型能够通过视觉理解屏幕并执行鼠标点击、键盘输入等操作，在OSWorld等桌面操作基准测试中成功率接近人类水平，意味着AI具备在真实系统中执行任务的能力；2）Tool Search机制大幅优化工具调用流程，通过按需检索工具定义的方式减少上下文Token消耗，从而提升多工具Agent系统的效率并降低成本；3）联网搜索能力与推理能力进一步增强，使模型能够通过多轮搜索整合全网信息解决复杂问题；4）知识型工作能力显著提升，在电子表格、文档、演示文稿等专业办公任务中的表现接近甚至超过部分行业专业人士水平。整体来看，GPT-5.4验证了AI发展的两大趋势：一是模型迭代节奏持续加快，二是Computer Use与工具调用能力正在打通AI从“对话”走向“执行”的关键环节，Agent商业化落地路径日益清晰。 OpenClaw+GPT-5.4：Agent时代的绝佳组合 随着AI行业进入Agent时代，市场关注点逐渐从单一模型能力转向“模型+Agent框架”的系统能力。在这一背景下，开源Agent框架OpenClaw与GPT-5.4的组合被开发者社区和媒体认为是当前极具潜力的技术路径之一。OpenClaw作为一个完全开源且可本地运行的AI Agent框架，核心目标是让AI能够直接操作电脑完成真实工作任务。GPT-5.4在多个关键能力上的升级，使其与OpenClaw形成高度互补：1）原生Computer Use能力使模型可以直接操作桌面软件，减少传统Agent框架需要复杂适配和自动化脚本的技术成本；2）100万Token的超长上下文为长期运行的Agent提供了更大的“工作记忆”，能够在复杂任务链和长时间任务执行过程中保持稳定的上下文理解；3）Tool Search机制显著降低多工具调用带来的Token成本，使OpenClaw在接入大量Skills与工具时仍能保持较高效率；4）模型推理与专业任务能力的提升，使Agent能够胜任更复...

投资要点： OpenClaw现象级火爆，AINAS需求有望提升。 截至26年3月7日，开源AI助手OpenClaw在GitHub的星标数量超27万，超越所有GitHub开源软件项目的星标数。OpenClaw渗透率快速提升，标志AI应用从“场景级项目”向“系统级Agent平台”跨越。目前OpenClaw尚未完全成熟，主要痛点在于安装麻烦、可能造成文件数据丢失、隐私泄露风险。 而NAS有望解决以上痛点，可以理解为AIAgent的“保险库”（针对数据丢失）和“隔离区”（针对隐私泄露）。 1）针对数据丢失：依托NAS的快照功能，即便OpenClaw误删文件，也能快速恢复至操作前的状态，实现数据的“时光倒流”。 2）针对隐私泄露：将OpenClaw部署于NAS等独立硬件，可形成网络孤岛。即便遭遇攻击，黑客权限也被限制在NAS内，有效保护主力电脑的核心隐私与机密数据。此外，NAS凭借数据集中、低功耗常开、算力可拓展等优势，有望成为Agent部署的核心硬件载体，渗透率有望加速提升。 绿联科技：“AI+存储”新周期开启，NAS构建第二增长曲线。绿联科技作为国内消费级NAS龙头，其产品可作为承载本地化AIAgent的高性价比硬件平台，满足市场对数据隐私和本地智能的更高需求，并已取得一定先发优势。展望未来，随着AI终端化趋势演进，公司NAS业务有望迎来“量价齐升”的加速拐点。 重点数据跟踪：1）出口链&汇率：截至26年3月6日，本周（03.02-03.06）人民币兑美元汇率累计升值203个基点，延续升值趋势。汇率短期冲击或不改出口企业竞争力底色，具备业绩支撑及竞争优势的出口链标的估值中枢依旧有望回升。2）白电&原材料：截至26年3月6日，LME铜现货结算价12808美元/吨，周环比-4.7%，高位下行。 投资建议：26年坚持杠铃策略（红利+出海新产品），重点挖掘企业定价权提升的机会。建议关注三条主线：1）内销格局出清，效率提升，经营周期有望底部反转的公司：极米科技、老板电器；2）出海重新定义产品的公司：极米科技、九号公司、石头科技、科沃斯、影石创新；3）保持成长的“质量红利”标的，低估值&高股息的公司：美的集团、海尔智家、海信家电。 风险提示：原材料价格大幅上涨，行业需求趋弱，汇率大幅波动。

核⼼结论 1.市场整体收缩与价格下⾏，但需求基础稳固。 近⼀年（MAT2025）⾏业总销售额为2.487亿美元，同⽐下跌18.20%。销量微降3.98%，⽽平均售价从319.56美元降⾄272.25美元，跌幅达14.80%，表明销售额下滑主要由激烈的价格竞争导致，市场呈现“量价⻬跌”的态势。然⽽，消费者年度搜索量持续增⻓⾄245万次，显⽰潜在需求依然旺盛，但搜索购买率维持在1.9%左右，转化效率有待提升。 2.头部品牌垄断格局松动，为新进⼊者创造窗⼝期。 市场集中度有所下降。头部品牌Tineco的销售额份额从63.48%降⾄56.72%，前三品牌（Tineco,Shark,DREAME）总份额从87.76%降⾄82.40%。Shark和DREAME增⻓迅猛，销售额同⽐分别增⻓631.3%和43.7%，成为主要挑战者。新品牌数量占⽐达25.71%（18个），但销售额贡献仅0.91%，且72.22%来⾃中国，显⽰新进⼊者活跃但尚未形成规模冲击。 3.消费⾏为迁移，中低价位段（$100-$200）成为增⻓主引擎。 市场结构发⽣显著变化。销量份额增⻓最⼤的价位段是(100,200]美元，增加了32.11个百分点，其销量和销售额同⽐分别暴涨296.9%和277.7%，成为增⻓最快的区间。⽽(200,300]美元区间份额下滑最严重。这表明市场增⻓动⼒从过去的中⾼端价位向⾼性价⽐的中端价位转移，可能反映了消费趋于理性或更多品牌以低价策略切⼊市场。 4.中国卖家凭借供应链优势，主导中低端市场并积极布局新品。 从卖家地域看，中国卖家（含HK）的商品数量占⽐超过37.57%。在增⻓最快的(100,200]美元价格带，中国卖家品牌数量占⽐⾼达63.83%。在新品牌中，中国卖家占⽐72.22%，且主要聚集在(200,300]美元区间。这显⽰中国卖家凭借供应链和成本优势，已成为中低价市场的主要供给⽅和创新源泉，但在⾼端市场（$400以上）的统治⼒仍由Tineco等品牌掌握。

核心观点 油价冲击下滞胀预期抬头。2026年3月以来，全球滞胀预期显著上升，拉开了全球宏观逻辑从软着陆向滞胀计价转变的序幕。当前油价的猛烈上涨，核心动力源于霍尔木兹海峡封锁这一极端地缘冲突带来的实质性供应中断预期，首先，这种由供应硬缺口驱动的红利具有强烈的短期爆发力，其次，目前看，美国战略石油储备处于低位而缺乏有效的平抑手段，因此当前油价上涨可能具有一定持续性。同时，这种高油价与2月非农数据表现出的就业动能失速形成了危险的共振，使得美联储陷入了既要防范经济衰退又要遏制输入性通胀的两难境地，这也直接导致了后续降息路径的系统性推迟。在这一背景下，全球资产配置的定价基础正在发生深刻动摇，市场已从传统的避险逻辑转向对通胀风险的全面重估。基于此，在滞胀阴霾彻底消散前，全球资产将呈现明显的资源化与去杠杆特征。实物资产尤其是原油、黄金及具备供给刚性的小金属（如钨、铀）将作为对冲通胀与地缘风险的核心堡垒，其价格中枢有望持续抬升；而权益市场由于面临中下游利润挤压与估值下移的双重打击，短期内将维持高波动态势，特别是能源高度依赖进口的日、韩等市场。 多资产图景： 整体收益方面，本周（2月28日至3月7日），权益方面，沪深300下跌1.07%，恒生指数下跌3.28%，标普500下跌2.02%；债券方面，中债10年上涨0.57BP，美债10年上涨18.01BP；汇率方面，美元指数上涨1.35%，离岸人民币贬值0.71%；大宗商品方面，SHFE螺纹钢上涨0.71%，伦敦金现下跌1.82%，伦敦银现下跌8.49%，LME铜下跌4.7%，LME铝上涨7.21%，WTI原油上涨35.64%。 资产比价方面，本周金银比数值为62.28，较上周上升4.24；铜油比数值为140.91，较上周下降59.63；铜螺比数值为32.68，较上周下降1.2；金铜比数值为0.41，较上周上升0.02；股债性价比数值为3.9，较上周上升0.06；AH股溢价数值为121.26，较上周上升3.09。 库存方面，最新一周原油库存为44684万吨，较上周上升46789万吨；螺纹钢库存为294万吨，较上周上升567万吨；阴极铜库存为145342吨，较上周上升391529吨；电解铝库存为121万吨，较上周上升10万吨。 资金行为方面，最新一周美元多头持仓15061张，较上周上升1766张，空头持仓20050张，较上周上升4966张...

“金三银四”成交旺季来临，新房成交环比改善，但同比弱于去年，“金三”成色略显不足。背后的原因可能是春节错位效应的扰动，47城新房成交面积较农历同期上涨11.1%，后续新房市场的走势有待观察。与此同时，全国房价止跌回稳态势仍在延续。但重点城市二手房挂牌量出现小幅回升，持续性有待观察。 风险提示 房价下行幅度和速度超预期，房企债务风险超预期，宏观经济超预期下行。

当前全球宏观和大类资产短期逻辑聚焦中东地缘-油价-风险偏好的传导链条上，短期高度决定大类资产方向性驱动和系统性风险，而地缘政治本质上存在非线性、难以预判的特性，这意味着当下更负责任的态度应是承认地缘不确定性，不“赌”地缘方向。 但是，也需要明确的是，当前现状已经进入战争开启时所预期的高烈度情景演绎状态，意味着中东地缘已经滑向烈度超预期、冲突持续性上升的现状。 而各大类资产有无充分计价？我们参考Polymarket网站给出3月底（仅27%）、4月底美伊停火概率趋势与原油期货、美股期货和短端通胀预期计价来看，中东地缘事件爆发后，原油率先反应，但股、债、汇仍旧维持稳定；3月4-5日，尽管Polymarket显示主流预期对地缘短期缓和（3月底）希望越来越渺茫，但原油、股、债整体反应克制（或理解为滞后）；周五6日，从原油、标普期货、通胀预期以及跨市场VIX开始更为显著的反应地缘冲击。整体看，大类资产对于3月无法结束冲突定价并不足。

TSMC to hire 8,000 workers in 2026 Taipei Times

US President Donald Trump spoke at the 2026 Shield of Americas Summit saying that over the last year the world has witnessed the "supreme power of the US". (Source: Bloomberg)

Bloomberg News Economics Editor, Michael McKee, joins Bloomberg’s David Gura and Christina Ruffini to discuss recent comments from Tom Barker of the Richmond Fed regarding the impact of rising gasoline prices on the US economy. The Federal Reserve is aware that lowering interest rates will not reduce gasoline prices and could instead fuel inflation, so they are monitoring for secondary effects on the broader economy rather than reacting directly to fuel cost changes. Watch on "Bloomberg This Weekend." (Source: Bloomberg)

Key Points Steven Conine sold 26,950 shares for a transaction value of approximately ~$2.13 million on Feb. 26, 2026. This sale represented 12.31% of Mr. Conine's holdings at the time. All shares sold were from direct ownership; indirect holdings of 22,857 shares remain via SK Ventures LLC. 10 stocks we like better than Wayfair › Steven Conine, Co-Founder of Wayfair (NYSE:W), disclosed the sale of 26,950 shares of Common Stock in multiple open-market transactions on Feb. 26, 2026, as detailed in this SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 26,950 Transaction value ~$2.13 million Post-transaction shares (direct) 169,073 Post-transaction shares (indirect) 22,857 Post-transaction value (direct ownership) ~$13.35 million Transaction value based on SEC Form 4 weighted average purchase price ($78.86). Key questions How does the size of this sale compare to Mr. Conine’s recent trading activity? The 26,950-share sale is below the median sell-only transaction of 85,000 shares executed by Mr. Conine in the recent period since May 2025, reflecting the reduced available capacity as direct holdings have declined to under 170,000 shares. The 26,950-share sale is below the median sell-only transaction of 85,000 shares executed by Mr. Conine in the recent period since May 2025, reflecting the reduced available capacity as direct holdings have declined to under 170,000 shares. What percentage of Mr. Conine’s ownership was impacted in this transaction? This sale accounted for 12.31% of his direct holdings and 12.31% of his total ownership at the time, a higher proportion relative to earlier sales as the available share base has decreased. This sale accounted for 12.31% of his direct holdings and 12.31% of his total ownership at the time, a higher proportion relative to earlier sales as the available share base has decreased. Were any indirect or derivative holdings affected by this transaction? No indirect or derivative securities were disposed in thi...

Source: Bloomberg, 0:00

格隆汇3月7日｜据伊朗伊斯兰革命卫队7日发布的消息，一名伊朗专家会议成员称，选举伊朗最高领袖的会议将在未来24小时内举行。伊朗专家会议成员阿亚图拉·穆扎法里表示，目前专家会议成员正在等待条件成熟，以便审慎地选举新任最高领袖。穆扎法里说，截至目前有关会议和选举还没有公开举行，呼吁民众不要轻信谣言。伊朗专家会议是负责选举、监督、罢黜伊朗最高领袖的最高权力机构。

格隆汇3月7日｜金发科技今日晚间在公司微信公众号发布致客户信，受中东局势影响，全球原油供应紧张、油价及物流成本攀升，行业成本激增，公司部分产品将上调价格。同时，公司承诺调价透明审慎，涨幅匹配成本增加，不牟取超额利润，并提前告知预留规划时间。

格隆汇3月7日｜伊朗外交部：伊朗对地区内美国军事基地和设施的防御行动绝不应被视为对地区国家的敌意和敌对行为。

格隆汇3月7日｜当地时间3月6日晚至今天（3月7日），多架美军B-1B“枪骑兵”轰炸机降落在英国英格兰西部格洛斯特郡的英军费尔福德基地。此前，英国首相斯塔默已允许美军利用英国基地对伊朗导弹阵地实施所谓“防御性”打击。英国军方今天还向卡塔尔增派了4架“台风”战斗机。英国国防部称，这些战机将应对可能飞向海湾国家的空中威胁。 另据消息人士透露，英国正在为可能向中东地区部署航空母舰做准备。有消息称，英国海军“威尔士亲王”号航母的战备响应时间已被缩短至约5天，以便在必要时能够更快展开部署。

Key Points Novo Nordisk is losing to Eli Lilly in the fiercely competitive weight loss market. But one of the company's mid-stage assets could help it remain a key player. 10 stocks we like better than Novo Nordisk › Things are going from bad to worse for Novo Nordisk (NYSE: NVO). The Denmark-based drugmaker had already seen its blockbuster weight loss medicine, Wegovy, lose ground to Eli Lilly's (NYSE: LLY) Zepbound in this fast-growing market. But Novo Nordisk just released data from a clinical trial for its newer obesity drug, CagriSema, in which it was pitted against Zepbound. The result: Zepbound came out on top, suggesting that even Novo Nordisk's next launch in this niche won't allow it to keep pace with its rival. Is there any hope left for the pharmaceutical leader? Novo Nordisk quietly announced results from a phase 2 study of another candidate that investors should consider. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Impressive mid-stage data Last year, Novo Nordisk acquired the rights to commercialize UBT251, an investigational weight loss medicine, in most countries from a China-based drugmaker. There's one notable thing about this therapy: It mimics the action of three different gut hormones: GLP-1, glucagon, and GIP, which play various roles in the body, including blood sugar and insulin regulation, and satiety control. Targeting three different pathways to induce weight loss could improve efficacy. On Feb. 24, Novo Nordisk announced that, in a study conducted in China, UBT251 led to a mean weight loss of up to 19.7% in just 24 weeks. Comparing results across studies is always tricky, but it's worth noting that in Novo Nordisk's recent phase 3 study pitting CagriSema against Zepbound, the former led to an average weight loss of 23% compared to the latter's 25.5% -- but that was...

Zscaler (NASDAQ: ZS) is aggressively pushing into enterprise AI security, while its stock remains well off prior highs. With strong revenue growth, expanding recurring revenue, and rising enterprise AI adoption, the setup into 2026 creates tension between fear and long-term potential upside. Stock prices used were the market prices of Feb. 27, 2026. The video was published on March 6, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Zscaler right now? Before you buy stock in Zscaler, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Zscaler wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $534,008!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,073!* Now, it’s worth noting Stock Advisor’s total average return is 949% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 7, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Zscaler. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motl...

LIV高爾夫香港站，三位球手並列領先，進入最後一輪。 兩項大滿貫得主拉姆在第三輪全日18洞中，雖然兩次打出超標一桿，但亦捉到七隻低一桿「小鳥」，造出低五桿65，連同頭兩輪的低四桿及低八桿，總成績低17桿，並列榜首。 華拿三輪成績穩步上揚。頭兩輪低四桿及低六桿，這日就造出低七桿63，升上並列第一。 完成頭兩輪只落後一桿的迪查，開局強勢，在2至4號洞連續捉到「小鳥」，一度獨自領先。全日成績是低四桿66，同樣在第一位。

女足亞洲盃C組，日本「大炒」印度11-0。 第一個入球4分鐘出現，山本柚月穿「大細」，再起腳，用一球靚波拉開大勝序幕。9分鐘後，她交出助攻，橫傳給長谷川唯射入。這位效力曼城的中場，入球後又交出助攻，轉身交橫，宮澤日向射入，20分鐘領先三球。 同樣在曼市球隊，曼聯的宮澤日向35分鐘射入個人第二球，加上清家貴子射入十二碼，日本半場贏到5-0。 首場贏中華台北2-0，維持無失球，亦盡顯火力，半場入替的植木理子，上陣2分鐘有入球。再3分鐘後，「娥眉月」起腳，彈一彈地收死門將。 上屆在分組賽，最多贏緬甸五球，與印度實力差太遠，清家貴子近門射成8-0。到62分鐘，土方麻娜接應傳中一頂，彈地遠柱入。 11個入球，6個球員包辦。先「戴帽」的是植木理子，只踢下半場就入三球。「埋齋」的宮澤日向都入三球，日本大勝11-0，創下女足亞洲盃最大比數，兩連勝、提早晉級八強。

With further negotiations pencilled in with the US and perhaps assuming that any assassination attempt would take place at night, Iranian supreme leader Ali Khamenei was at his complex in Tehran last Saturday morning. It would be his last. An air strike obliterated the compound in Tehran where a gathering of key decision-makers was taking place, killing Khamenei, his wife and other top officials. Advertisement As the US and Israel have pounded Iran with thousands of attacks over the last week, some details have emerged about how their intelligence services - the CIA and Mossad - set up an operation that has demonstrated once again the extent to which Iran has been penetrated. According to statements from US officials, it was an Israeli strike made possible through US and Israeli reconnaissance and communication intercepts. Iran says it will halt strikes on neighbouring nations Iran says it will halt strikes on neighbouring nations The New York Times reported that the CIA (Central Intelligence Agency) gave the Israelis details on Khamenei’s location at dawn on the day of the strike.

Taiwan Semiconductor Manufacturing (TSM 4.23%), popularly known as TSMC, is a key player in the global artificial intelligence (AI) infrastructure ecosystem, manufacturing chips for all the major companies that design AI chips. This explains why TSMC stock has delivered healthy gains of 104% to investors over the past year, significantly outperforming the S&P 500's 15% gain over the same period. Shares of TSMC are now trading at $370 following the company's stellar surge. But will this foundry giant be able to sustain its momentum and head to $500? TSMC's catalysts suggest that its earnings growth is sustainable TSMC clocked a 51% increase in earnings in 2025, to $10.65 per share, driven by a 36% increase in the top line. The semiconductor bellwether's earnings grew faster than its revenue, driven by impressive pricing power. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -4.23 %) $ -14.97 Current Price $ 338.89 Key Data Points Market Cap $1.8T Day's Range $ 336.69 - $ 348.72 52wk Range $ 134.25 - $ 390.20 Volume 14M Avg Vol 13M Gross Margin 58.73 % Dividend Yield 0.91 % TSMC is the world's biggest semiconductor foundry with an estimated share of 72% in the pure-play foundry market, according to Counterpoint Research. Meanwhile, the company estimates that it controls just over a third of the Foundry 2.0 market, which includes chip packaging, testing, and other verticals in addition to the pure foundry business model. However, Counterpoint Research estimates that TSMC's share of the Foundry 2.0 market stood at 39% in the third quarter of 2025, up six percentage points from the prior year. TSMC leads this space as well, with the second-place company holding just 6%. Moreover, TSMC's Foundry 2.0 rivals are growing at a much slower pace. TSMC's strong presence in this market gives it robust pricing power. The company is anticipated to increase the prices of the chips it manufactures for clients such as Nvidia, Advanced Micro Devices, Broadcom, Qua...

As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of mid-cap industrial companies with market capitalizations between $2B and $10B, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged behind. Top-quant rated stocks: Vicor ( VICR ), Quant Rating: 4.99, Strong Buy. Planet Labs ( PL ), Quant Rating: 4.96, Strong Buy. Astronics ( ATRO ), Quant Rating: 4.93, Strong Buy. Kennametal ( KMT ), Quant Rating: 4.88, Strong Buy. Everus Construction ( ECG ), Quant Rating: 4.85, Strong Buy. Bottom quant rated stocks: Avis Budget Group ( CAR ), Quant Rating: 1.53, Sell. WillScot Holdings ( WSC ), Quant Rating: 1.47, Strong Sell. IMCD N.V. ( IMCDY ), Quant Rating: 1.38, Strong Sell. Eos Energy Enterprises ( EOSE ), Quant Rating: 1.35, Strong Sell. Tecnoglass ( TGLS ), Quant Rating: 1.26, Strong Sell. More on industrial stocks Everus Construction: Strong Growth Trajectory, Shares May Already Be Priced Eos Energy: A Bad Case Of Overpromising And Underdelivering Eos Energy Enterprises, Inc. 2025 Q4 - Results - Earnings Call Presentation Vicor slides as chip stocks sell off on AI export concerns, geopolitical risks Most and least shorted industrial stocks with over $2B market cap

The UK is preparing an aircraft carrier ahead of a possible deployment to the Middle East, the Ministry of Defence has said. Royal Navy workers in Portsmouth are readying HMS Prince of Wales, the navy’s flagship, meaning it could be deployed more quickly if a decision is made to mobilise it to the region. No decisions have been taken to deploy the aircraft carrier, the Guardian has been told. An MoD spokesperson said HMS Prince of Wales could also undertake other planned missions. Crews have been alerted of a potential deployment to the Middle East, according to Sky News, who also reported that the vessel’s notice to move has been shortened from 10 days to five. The warship would need to be escorted by other vessels and a submarine. If deployed, the aircraft carrier would join HMS Dragon, which is also being sent to the region. Conflict has broken out in the region after US-Israeli airstrikes, which killed Iran’s supreme leader, Ayatollah Ali Khamenei, along with other senior leaders. The MoD said RAF Typhoon and F35 jets have continued to fly air operations over Jordan, Qatar and Cyprus to “defend British interests”. The US has also started using British bases for “specific defensive operations”, with a B-1 Lancer arriving at RAF Fairford in Gloucestershire on Friday evening. Three more followed on Saturday morning. An MoD spokesperson said: “We have been bolstering our UK military presence in the Middle East since January, and we have already deployed capabilities to protect British people and our allies in the region, including Typhoons, F-35 jets, air defence systems and an extra 400 personnel into Cyprus. “Since the strikes began, we’ve had British jets in the sky shooting down drones and have sent additional assets to the region to further reinforce our air defences, including more Typhoons and Wildcat helicopters with drone busting missiles. “HMS Prince of Wales has always been on very high readiness and we are increasing the preparedness of the carrier, redu...

格隆汇3月7日｜以色列国防军7日发表声明说，以空军在夜间大规模空袭伊朗首都德黑兰多处军事目标，“精确打击”了伊朗伊斯兰革命卫队下属“圣城旅”用于向黎巴嫩真主党转运武器的16架飞机。

16m ago 15.40 GMT Preamble Daniel Gallan From October 1991 until kick-off this afternoon, matches between England and Italy have been a forgone conclusion. The two nations have met 32 times and England have triumphed on every occasion. The average score is around 40 points to 13. There have been drubbings of 67-7 in 1999, 80-23 in 2001 and 57-14 in 2019. Things have been tighter recently, and the last match in Rome ended with a three point margin, but the story has followed a predictable plot for 35 years. That could change today. England are on the ropes after heavy losses to Scotland and Ireland. Steve Borthwick has made sweeping changes to his team, more than any other England coach in Six Nations history. His players have looked disjointed, out of sorts and short of confidence. Italy meanwhile have continued to impress. They fought hard to beat Scotland in a downpour and have been the only side in the first three rounds to provide something resembling a challenge to the French. They have arguably the best centre pair in the game, have astute operators in the halfbacks and now possess a pack that can mix it in heavy traffic. England should still win. I’d be surprised if they don’t. Then again I wouldn’t be totally shocked if they fall to a third loss on the bounce. Not simply because of their own spluttering form but because their hosts have never been in a better position to finally complete the set in the Six Nations. That’s a lot of words to admit I don’t know which way this is going. If you’ve got any clue please drop me an email. I’d love some help untangling this conundrum. Kick-off at 4:40 pm GMT, 5:40 pm in Rome. Teams and other updates to follow.

格隆汇3月7日｜阿联酋总统：阿联酋“正处于战争时期”。